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Xrm.Utility (client-side reference)

 

Applies To: Dynamics CRM 2015

The Xrm.Utility object provides a container for useful functions not directly related to the current page.

These functions are available in every application page that supports scripting. You can use them in form scripts or in ribbon commands. For HTML web resources, they are available when you include the ClientGlobalContext.js.aspx page. For more information, see GetGlobalContext function and ClientGlobalContext.js.aspx (client-side reference).

Functions

  • Dialogs
    Use alertDialog and confirmDialog display messages to users and set code to execute based on their response. These functions must be used with Microsoft Dynamics CRM for tablets in place of the window.alert and window.confirm methods.

  • isActivityType
    Determine if an entity is an activity entity.

  • openEntityForm
    Opens an entity form.

  • openQuickCreate
    For Microsoft Dynamics CRM Online 2015 Update 1 or later use this function to open a new quick create form. You can use this function to set default values using attribute mappings or for specific attributes. If the user saves the record, you can capture a reference to the record created.

  • openWebResource
    Opens an HTML web resource.

Dialogs

There are two types of dialogs: alertDialog and confirmDialog. These are included for use with scripts that will work with Microsoft Dynamics CRM for tablets. CRM for tablets will not allow the use of JavaScript functions that block the flow of code such as window.alert and window.confirm. Use these methods in place of those methods in case you need to display a message to the user. They key difference is that these methods will not block code until a user closes them. They contain a callback function parameter to indicate what code should be executed depending on the user’s response.

Note

In Microsoft Dynamics CRM for tablets any use of the window.alert method will be overridden to use Xrm.Utility.alertDialog without a callback. This will display the message but will not block the execution of code as window.alert does. This mapping of window.alert to Xrm.Utility.alertDialog in CRM for tablets is deprecated and will be removed in the next major release. You should migrate any code you have today to use Xrm.Utility.alertDialog rather than window.alert.

alertDialog

Displays a dialog box containing an application-defined message.

Xrm.Utility.alertDialog(message,onCloseCallback)
  • Parameters

    Name

    Type

    Required

    Description

    message

    String

    Yes

    The text of the message to display in the dialog.

    onCloseCallback

    Function

    No

    A function to execute when the OK button is clicked.

  • Remarks
    This method is only available for Updated entities.

confirmDialog

Displays a confirmation dialog box that contains an optional message as well as OK and Cancel buttons.

Xrm.Utility.confirmDialog(message,yesCloseCallback,noCloseCallback)
  • Parameters

    Name

    Type

    Required

    Description

    message

    String

    Yes

    The text of the message to display in the dialog

    yesCloseCallback

    Function

    No

    A function to execute when the OK button is clicked.

    noCloseCallback

    Function

    No

    A function to execute when the Cancel button is clicked.

  • Remarks
    This method is only available for Updated entities.

isActivityType

Determine if an entity is an activity entity.

Xrm.Utility.isActivityType(entityName)
  • Parameter

    Name

    Type

    Required

    Description

    entityName

    String

    Yes

    The logicalName of an entity.

  • Return Value

    Type

    Description

    Boolean

    True if the entity is an activity entity, otherwise false.

openEntityForm

Opens an entity form for a new or existing entity record using the options you set as parameters.

Xrm.Utility.openEntityForm(name,id,parameters,windowOptions)
  • Parameters

    Name

    Type

    Required

    Description

    name

    String

    Yes

    The logical name of the entity.

    id

    String

    No

    The string representation of a unique identifier or the record to open in the form. If not set, a form to create a new record is opened.

    parameters

    Object

    No

    A dictionary object that passes extra parameters to the form. Invalid parameters will cause an error.

    Valid extra query string parameters are:

    windowOptions

    Object

    No

    For Microsoft Dynamics CRM Online 2015 Update 1 or later use this optional parameter in the web application to control how the form opens. You can choose to open a form in a new window by passing a dictionary object with a Boolean openInNewWindow property set to true.

    This parameter is ignored in CRM for tablets and CRM for phones.

  • Remarks
    Using this function helps ensure that users are not prompted to log in again under certain circumstances.

  • Examples
    Open a new account record using the default form

    Xrm.Utility.openEntityForm("account");
    

    Open an existing account record using the default form

    Xrm.Utility.openEntityForm("account","A85C0252-DF8B-E111-997C-00155D8A8410");
    

    Open a new account record with a specific form and setting default values

    var parameters = {};
    parameters["formid"] = "b053a39a-041a-4356-acef-ddf00182762b";
    parameters["name"] = "Test";
    parameters["telephone1"] = "(425) 555-1234";
    Xrm.Utility.openEntityForm("account", null, parameters);
    

    Open a new account record using the default form in a new window

    var windowOptions = {
     openInNewWindow: true
    };
    Xrm.Utility.openEntityForm("account",null,null,windowOptions);
    

openQuickCreate

For Microsoft Dynamics CRM Online 2015 Update 1 or later use this function to open a new quick create form. You can use this function to set default values using attribute mappings or for specific attributes. If the user saves the record, you can capture a reference to the record created.

Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback);
  • Parameters

    Name

    Type

    Required

    Description

    entityLogicalName

    String

    Yes

    The logical name of the entity to create.

    createFromEntity

    Lookup

    No

    Designates a record that will provide default values based on mapped attribute values.

    A lookup object has the following String properties:

    • entityType: the logical name of the entity.

    • id: A string representation of a GUID value for the record.

    • name: The primary attribute value of the record.

    parameters

    Object

    No

    A dictionary object that passes extra query string parameters to the form. Invalid query string parameters will cause an error.

    Valid extra query string parameters are:

    successCallback

    Function

    No

    The function that will be called when a record is created. This function is passed an object as a parameter. This object has a savedEntityReference property with the following properties to identify the record created:

    • entityType: the logical name of the entity.

    • id: A string representation of a GUID value for the record.

    • name: The primary attribute value of the record created.

    errorCallback

    Function

    No

    A function to call when the operation fails.

    An object with the following properties will be passed:

    • errorCode: Number. The error code.

    • message: String. A localized error message.

  • Remarks
    This function is only available for Microsoft Dynamics CRM Online 2015 Update 1 or later.

    There is a limit of 10 nested quick create forms in the web application. If this limit is exceeded this function will open the full entity form rather than the quick create form.

  • Example
    When this code is run in an account entity form, a quick create form to create a new child account with a default name set to include the name of the parent account.

    var thisAccount = {
        entityType: "account",
        id: Xrm.Page.data.entity.getId()
    };
    var callback = function (obj) {
        console.log("Created new " + obj.savedEntityReference.entityType + " named '" + obj.savedEntityReference.name + "' with id:" + obj.savedEntityReference.id);
    }
    var setName = { name: "Child account of " + Xrm.Page.getAttribute("name").getValue() };
    Xrm.Utility.openQuickCreate("account", thisAccount, setName).then(callback, function (error) {
        console.log(error.message);
    });
    

    When this code is run with browser developer tools (F12 tools) the following represents the output to the console when run in the context of an account named ‘A. Datum Corporation (sample)’ and the user does not change the default name set for the new child account..

    Created new account named 'Child account of A. Datum Corporation (sample)' with id:{1D4BFF87-E8C5-E411-80CF-00155DB58496}
    

openWebResource

Opens an HTML web resource.

Note

This function will not work with Microsoft Dynamics CRM for tablets.

Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)
  • Parameters

    Name

    Type

    Required

    Description

    webResourceName

    String

    Yes

    The name of the HTML web resource to open.

    webResourceData

    String

    No

    Data to be passed into the data parameter.

    width

    Number

    No

    The width of the window to open in pixels.

    height

    Number

    No

    The height of the window to open in pixels.

  • Return Value
    Window object.

  • Remarks
    An HTML web resource can accept the parameter values described in Pass parameters to HTML web resources. This function only provides for passing in the optional data parameter. To pass values for the other valid parameters, you must append them to the webResourceName parameter.

  • Examples
    Open an HTML web resource named “new_webResource.htm”

    Xrm.Utility.openWebResource("new_webResource.htm");
    

    Open an HTML web resource including a single item of data for the data parameter

    Xrm.Utility.openWebResource("new_webResource.htm","dataItemValue");
    

    Open an HTML web resource passing multiple values through the data parameter

    var customParameters = encodeURIComponent("first=First Value&second=Second Value&third=Third Value");
    Xrm.Utility.openWebResource("new_webResource.htm",customParameters);
    

    Note

    These values have to be extracted from the value of the data parameter in the HTML web resource. For more information, see Sample: Pass multiple values to a web resource through the data parameter

    Open an HTML web resource with the parameters expected by HTML web resources

    Xrm.Utility.openWebResource("new_webResource.htm?typename=account&userlcid=1033");
    

    For more information, see Pass parameters to HTML web resources.

    Open an HTML web resource, setting the height and width

    Xrm.Utility.openWebResource("new_webResource.htm", null, 300,300);
    

See Also

Client-side programming reference
Open forms, views, dialogs and reports with a URL
Set field values using parameters passed to a form
Configure a form to accept custom querystring parameters
Form scripting quick reference
Write code for Microsoft Dynamics CRM forms
Use the Xrm.Page object model

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